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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $127,311 | $64,517+97.3% | $81,438+56.3% | $80,874+57.4% |
| Participation rate | 97.9% | 63.9%+34.0pp | 69.5%+28.4pp | 67.6%+30.2pp |
| Annual return | 19.48% | 16.35%+3.1pp | 24.74%-5.3pp | 35.62%-16.1pp |
| Employer contribution / active EE | $9,539 | $1,982+381.3% | $2,460+287.7% | $2,756+246.2% |
| Participant deferral / active EE | $0 | $3,096-100.0% | $3,883-100.0% | $4,297-100.0% |
| Admin fee / account holder | $0 | $5,677-100.0% | $5,764-100.0% | $6,935-100.0% |